SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.97B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,952
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$7.28M
3
+$7.15M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.15M
5
MSFT icon
Microsoft
MSFT
+$6.12M

Top Sells

1
+$10.2M
2
+$9.79M
3
+$7.35M
4
T icon
AT&T
T
+$6.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.93M

Sector Composition

1 Technology 14.82%
2 Consumer Discretionary 8.27%
3 Healthcare 6.67%
4 Financials 5.61%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.51M 0.04%
8,926
-22,785
377
$1.47M 0.04%
51,281
+20,373
378
$1.47M 0.04%
26,550
-207
379
$1.47M 0.04%
15,954
+4,730
380
$1.46M 0.04%
105,993
+61,304
381
$1.46M 0.04%
58,169
+40,030
382
$1.45M 0.04%
18,201
-12,491
383
$1.45M 0.04%
117,838
+15,873
384
$1.45M 0.04%
21,745
+128
385
$1.44M 0.04%
26,315
+2,097
386
$1.44M 0.04%
37,567
+4,279
387
$1.43M 0.04%
4,545
-1,938
388
$1.43M 0.04%
30,462
+21,468
389
$1.43M 0.04%
13,864
+636
390
$1.43M 0.04%
24,191
+4,875
391
$1.43M 0.04%
99,455
+11,053
392
$1.42M 0.04%
9,044
+2,105
393
$1.42M 0.04%
15,353
+1,135
394
$1.42M 0.04%
3,594
-128
395
$1.41M 0.04%
29,067
-723
396
$1.4M 0.04%
57,048
-2,469
397
$1.4M 0.04%
23,518
+12,442
398
$1.4M 0.04%
6,369
+1,418
399
$1.39M 0.04%
13,630
+4,960
400
$1.38M 0.03%
11,068
-5,423
14 15
16
17 18